HubSpot consultancy

What I look at

Missing links, inconsistent data and manual workarounds are useful starting points. A review covers:

• Customer model and associations: how records relate to each other.
• Data quality and source ownership: where values conflict and how exceptions are reviewed.
• Workflows and handovers: triggers, dependencies and records that need attention.
• Pipelines and reporting: whether the pipeline reflects the process and reports answer the team's questions.

What comes out of a review

A prioritized list of findings, with effort and impact considered together. I separate individual record corrections from structural changes and document the decisions.

I work through the options with the team and map out what to address first. The roadmap covers the next few months, with recurring checks and clear follow-up ownership.

Before making changes

I define scope and timing first. A review produces recommendations; implementation and ongoing support need their own scope, permissions and responsibilities. Available features and subscription limits shape what is practical.